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APL Apollo Tubes (533758) investor relations material
APL Apollo Tubes Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary29 Oct, 2025
Executive summary
Achieved record quarterly sales volume of 855k tons in Q2FY26, up 13% YoY and 8% QoQ, with highest-ever EBITDA and net profit despite challenging demand and extended monsoon in India.
H1FY26 sales volume rose 11% YoY to 1,649k tons, with EBITDA up 86% YoY and net profit up 118% YoY.
Maintained zero net working capital days and strong cash position, highlighting operational efficiency.
Board approved unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025, with limited review by statutory auditors.
Group operates in a single segment: manufacturing of ERW steel tubes and pipes.
Financial highlights
Q2FY26 revenue reached ₹5,206.30 crore, up from ₹4,773.91 crore in Q2 FY25; H1 FY26 revenue was ₹10,376.07 crore, up from ₹9,748.21 crore in H1 FY25.
Q2FY26 EBITDA was ₹4.5Bn (+224% YoY, +20% QoQ), EBITDA/ton at ₹5,228 (+187% YoY, +12% QoQ).
Q2FY26 net profit was ₹301.54 crore, up from ₹53.81 crore in Q2 FY25; H1 FY26 net profit was ₹538.71 crore, up from ₹246.98 crore in H1 FY25.
Interest cost in Q2FY26 decreased 24% YoY and 17% QoQ to ₹276Mn.
Working capital days at zero as of September 2025, boosting ROCE to 32%-33%.
Outlook and guidance
Confident in meeting FY26 guidance of 10%-15% volume growth and EBITDA spread of INR 4,600-5,000 per ton.
Management expects 2HFY26 to outperform 1HFY26, citing readiness in capacity, product portfolio, and distribution.
Targeting 9 lakh tons in Q3 and 9.2 lakh tons in Q4, with EBITDA per ton of INR 5,000-5,200.
Long-term vision to reach 7 million ton capacity in 2-3 years and potentially 10 million tons in five years.
Volume growth guidance of 10%-15% CAGR over next 3-4 years, with EBITDA growth expected to outpace volume growth.
Subsidiary's financial contribution to consolidated?
Explain the negative consolidated debt-equity ratio.
Why did inventory turnover decrease in H1 FY25?
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Next APL Apollo Tubes earnings date
Q3 25/2619 Jan, 2026
Next APL Apollo Tubes earnings date
Q3 25/2619 Jan, 2026
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Frequently asked questions
APL Apollo Tubes Limited is a manufacturer of structural steel tubes and pipes used in construction, infrastructure, automotive, and industrial applications. The company produces a wide range of hollow sections, pre-galvanized tubes, coated pipes, and precision tubes. It operates multiple production facilities across India and serves domestic and international markets through an extensive distribution network. The company is headquartered in Ghaziabad, India, and its shares are listed on the BSE.
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